DFAC vs SUSL

ADFAC

BSUSL

Measures won2–4SUSL wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · SUSL $17,121

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common40.7%DFAC and SUSL

DFAC

SUSL

Dimensional - US Core Equity 2 ETF · $87.7BiShares ESG MSCI USA Leaders ETF · $1.2B

+21.2%3 years · per year$17,787 · $18,152+22.0%

+11.0%5 years · per year$16,820 · $17,121+11.4%

0.21%Expense ratio$21 · $10 on $10k · lower wins0.10%

0.88%12-mo yield$88 · $95 on $10k0.95%

−8.5%Worst dropSmaller wins−11.4%

13.1%VolatilityLower wins14.9%

2–4SUSL wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · SUSL

5.0%MSFT11.3%

4.9%NVDA12.9%

1.4%GOOGL5.0%

1.3%LLY3.3%

Held in common40.7%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BSUSL	iShares ESG MSCI USA Leaders ETFRead Desk	0.10%	0.95%	+1.8%	+10.6%	+13.5%	+22.0%	+11.4%	−11.4%	$1.2B
3	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
4	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BSUSL	iShares ESG MSCI USA Leaders ETFRead Desk	0.10%	0.95%	+1.8%	+10.6%	+13.5%	+22.0%	+11.4%	−11.4%	$1.2B
3	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
4	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs SUSL

DFAC

Dimensional - US Core Equity 2

$16,820

SUSL

iShares ESG MSCI USA Leaders

$17,121

MeasureDFACSUSL

Fee0.21%0.10%

Cost on $10k a year$21$10

Yield0.88%0.95%

5 years, per year+11.0%+11.4%

3 years, per year+21.2%+22.0%

Worst drop · 1Y−8.5%−11.4%

Volatility · 1Y13.1%14.9%

4–2measures won
SUSL first

40.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: DFAC, SUSL, VTV, VUG

Today

54.2%most shared, SUSL and VUG

DFACSUSLVTVVUG

DFAC—40.7%37.8%35.8%

SUSL40.7%—38.6%54.2%

VTV37.8%38.6%—1.9%

VUG35.8%54.2%1.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

SUSL$95 − $10 = $85

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee